+157.1%
MMM vs OPEN
-35.5%
+192.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -21.8% | +20.4% | -0.4% |
| 7D | +6.2% | -22.2% | +28.4% | +7.3% |
| 30D | +14.2% | -38.3% | +52.5% | +16.4% |
| 3M | +2.9% | -59.4% | +62.3% | +6.6% |
| 6M | +27.6% | -74.4% | +101.9% | +34.3% |
| YTD | +17.3% | -76.0% | +93.3% | +23.4% |
| 1Y | +15.1% | -78.7% | +93.7% | +21.3% |
| 3Y | +157.1% | -30.0% | +187.1% | +131.2% |
| All | +157.1% | -35.5% | +192.6% | +131.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling